TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Sells

1 +$5.11M
2 +$5M
3 +$4.57M
4
PWR icon
Quanta Services
PWR
+$4.3M
5
WIX icon
WIX.com
WIX
+$3.92M

Sector Composition

1 Technology 26.48%
2 Healthcare 25.82%
3 Industrials 13.44%
4 Consumer Discretionary 7.72%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.35M 0.87%
108,028
-74,402
52
$2.35M 0.87%
23,018
-3,213
53
$2.2M 0.82%
21,606
+2,974
54
$2.1M 0.78%
46,240
-52,061
55
$2.08M 0.77%
142,622
+84,009
56
$2.08M 0.77%
+67,449
57
$2.05M 0.76%
20,126
+6,525
58
$2.03M 0.76%
88,995
+55,588
59
$2.03M 0.75%
56,970
+19,377
60
$2.02M 0.75%
13,023
-33,017
61
$1.99M 0.74%
+22,791
62
$1.96M 0.73%
53,090
-13,123
63
$1.95M 0.72%
18,690
+8,020
64
$1.95M 0.72%
+89,229
65
$1.95M 0.72%
+45,224
66
$1.9M 0.7%
+35,807
67
$1.89M 0.7%
71,656
-6,031
68
$1.8M 0.67%
92,879
-17,521
69
$1.77M 0.66%
+87,713
70
$1.69M 0.63%
+18,492
71
$1.66M 0.62%
+99,917
72
$1.65M 0.61%
+18,905
73
$1.58M 0.59%
308,471
+93,817
74
$1.54M 0.57%
+124,155
75
$1.48M 0.55%
+125,788